Senior Financial Analyst-Financial Analysis and Planning

Sentry Insurance Agency; Stevens Point (WI); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid flexibility

Tuition reimbursement

Comprehensive benefits

401(k) matching

Paid time off

Job summary

Sentry is hiring a Senior Financial Analyst in Stevens Point, WI. This role supports budgeting, forecasting, and financial reporting in a hybrid work model. You will partner with stakeholders to drive results and enhance planning processes.

Requirements include a Bachelor’s in Finance/Accounting and 5+ years of related experience; CPA pursuit is encouraged. The position emphasizes collaboration, analytical rigor, and adherence to controls and reporting standards.

Qualifications

• Bachelor’s degree in Financial Services, Finance or Accounting.
• 5+ years of related work experience in FP&A or accounting.
• CPA designation or pursuing CPA is highly encouraged.
• Strong understanding of financial statements and reporting requirements.
• Excellent analytical, research and documentation skills.

Responsibilities

• Review financial information and reports for accuracy and timeliness.
• Prepare complex financial reporting for internal and external stakeholders.
• Coordinate budgets and forecasts based on data trends and business inputs.
• Advise management on opportunities to improve financial performance.
• Collaborate with stakeholders to support strategic initiatives.
• Perform ad-hoc analyses to support business decisions.

Skills

Financial analysis

Budgeting & forecasting

Data analysis

Communication

Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting/Financial Services

CPA pursuit encouraged

Tools

Microsoft Excel

SQL

ERP systems

Job description

You will have a primary role in assisting corporate areas with staff planning, expense budgeting & tracking, reporting of actual to plan variances, & additional FP&A tasks as assigned.

We’re seeking a self-motivated professional with technical and analytical skills to join our Financial Planning and Analysis team as a Senior Financial Analyst. If you’ve got a passion for helping others, our goal is to turn that passion into action. At Sentry, we care about delivering long-term results. Our associates embody this same future-focused approach – meeting challenges head-on and offering solutions and pricing that keeps customers coming back down the line.

This position will be located at our office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity.

For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas.

What You’ll Do

As a Senior Financial Analyst, you will:

• Review financial information, statements, and reports for accuracy and thoroughness and communicates results, in accordance with accounting principles and reporting schedules, to ensure the organization has a full and accurate statement of its financial position.

• Prepare unique or complex financial reporting to provide accurate and timely information for making financial decisions and ensuring compliance with relevant regulations, laws, and reporting requirements. These reports may include, but are not limited to profit and loss statements, balance sheets, depreciation statements, cash flow, debtor and creditor lists, repayment schedules, regulatory reports and filings.

• Coordinate the development of financial budgets and forecasts based on business, industry, competitor, and economic data trends and analysis. Identify areas of concern and help create corrective action plans.

• Advise management on opportunities or improvements to achieve desired objectives.

• Collaborate with business stakeholders to support strategic initiatives and goals

• Perform data projections, predict initiative and operating program impacts and provide recommendations and communicates plans.

• Recommend and implement changes in procedures and systems.

• Anticipate and develop ad-hoc analysis and reporting based on understanding of business and industry data and communicates results in effective manner to support business decisions.

• Analyze and interpret complex financial activity and variances, identifies trends and corrective actions, and makes recommendations to management.

• Provide technical advice on complex subjects within area of expertise to functional, operational area managers to help them develop revenue and expense budgets, understand financial reports, and manage their financial responsibilities.

• Provide basic advice in other related areas of expertise.

• Review and monitor financial activity, system interfaces, and reporting to ensure strong financial compliance to external rules and internal controls.

• Lead and participate in various projects providing project management, research and collaboration with multiple resources to address specific finance related needs/issues.

In addition, you will:

• Respond to inquiries regarding finance issues and programs. Interpret policy guidelines and plan documents, provides dialogue and advises the business on possible solutions.
• Provide work direction and learning opportunities to other team members and is relied upon to troubleshoot complex issues that are escalated from the team or referred from management. Act as a resource for team members with less experience.
• Perform other job-related duties as assigned from time to time

What it Takes

• Bachelor’s degree in Financial Services required (Finance, Accounting, Actuarial Science or a related field).
• 5+ years of related work experience
• Applies broad and deep knowledge of financial practices with a solid understanding of business dynamics and variables.
• Expert ability to leverage financial accounting skills to prepare financial statements for internal and external stakeholders.
• Skilled ability to extract, transform, and analyze data to gain insights, improve predictions, and support decision making.
• Ability to serve as a valuable business partner to operational units outside of accounting/finance departments.
• Ability to plan and organize resources, both people and financial, to complete projects.
• Collaborate effectively with other teams to achieve positive results.
• Ability to effectively identify, analyze, and resolve problems. Skilled analytical, research, and documentation skills.
• Advanced knowledge of PC-based business software, including word processing, spreadsheet, database and presentation applications.
• Skilled ability to listen effectively and convey ideas through written and verbal communications.
• Proven experience in setting priorities and meeting deadlines.
• Certified Public Accountant (CPA) designation, or the ability to work towards attaining the designation (i.e. 150 credits), is highly encouraged.

Here is what you can look forward to as part of our team:

At Sentry, your total rewards go beyond competitive compensation. We’re committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.

• Hybrid Flexibility: Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
• Dining on Us: Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
• Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
• Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
• Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
• Investing in Your Future: We’re committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
• Giving Back: Through the Sentry Foundation, we’re proud to support the United Way and make a difference in our communities.

Why Join Sentry?

At Sentry, we believe our people are the heart of our success. We’re proud to be recognized for the culture we’ve built, earning spots on Forbes’ lists for America’s Best Midsize Employers and Best Employers for New Grads, as well as Newsweek’s America’s Greatest Workplaces for Women and Diversity. These honors reflect our commitment to your professional satisfaction and growth.

Building on a Legacy

Our future is bright, but it’s anchored in a long history of stability. Since our founding in 1904, we’ve dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We’re proud to have maintained an A+ rating from A.M. Best, the industry’s leading authority, for over 30 years.

Your Career, Our Community

Whether you’re working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you’ll find a challenging and rewarding environment. Explore the Our Teams tab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth.

Ready to own your future? Join us at Sentry, opportunities await!

Casey Van Der Geest

Talent Acquisition Specialist

[e-mail]

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.